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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,459 | $78,013-72.5% | $178,449-88.0% | $80,911-73.5% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.6%+20.8pp |
| Annual return | 25.18% | 18.07%+7.1pp | 27.09%-1.9pp | 35.63%-10.4pp |
| Employer contribution / active EE | $4,684 | $2,287+104.8% | $3,951+18.6% | $2,756+70.0% |
| Participant deferral / active EE | $8,982 | $4,408+103.8% | $6,277+43.1% | $4,297+109.0% |
| Admin fee / account holder | $1,953 | $7,166-72.7% | $10,362-81.1% | $6,935-71.8% |